Portfolio Administrator
Andrea joined Acropolis in 2021 as a Portfolio Administrator. She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. Andrea enjoys helping clients and acting as the intermediary between clients and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Prior to joining Acropolis Andrea spent a decade within the Mortgage Industry. She held various roles including Loan Processor, Mortgage Loan Assistant, and Mortgage Loan Originator. Her last 3 years were spent at U.S. Bank as a Loan Originator. She earned a Bachelors Degree in Dietetics from the University of Central Missouri.
In her free time Andrea adores the time she gets to spend with her husband and their two children. Some of Andrea’s favorite things include her family, the beach (Hawaii), horses, travel, and sports. She and her husband spend countless Sundays in Kansas City watching the Kansas City Chiefs win football games!
Andrea is a registered investment advisor representative.